Pure Financial Advisors’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.11M | Buy |
304,528
+243,949
| +403% | +$5.69M | 0.13% | 84 |
|
|
2025
Q1 | $1.44M | Sell |
60,579
-644
| -1% | -$15.4K | 0.03% | 147 |
|
|
2024
Q4 | $1.51M | Buy |
61,223
+3,988
| +7% | +$98.5K | 0.03% | 138 |
|
|
2024
Q3 | $1.44M | Buy |
57,235
+12
| +0% | +$301 | 0.03% | 130 |
|
|
2024
Q2 | $1.41M | Sell |
57,223
-19,164
| -25% | -$473K | 0.04% | 127 |
|
|
2024
Q1 | $1.9M | Sell |
76,387
-835
| -1% | -$20.8K | 0.06% | 112 |
|
|
2023
Q4 | $1.93M | Sell |
77,222
-58,245
| -43% | -$1.45M | 0.07% | 113 |
|
|
2023
Q3 | $3.18M | Buy |
135,467
+59,762
| +79% | +$1.4M | 0.13% | 79 |
|
|
2023
Q2 | $1.87M | Buy |
75,705
+457
| +0.6% | +$11.3K | 0.08% | 95 |
|
|
2023
Q1 | $1.86M | Buy |
75,248
+551
| +0.7% | +$13.6K | 0.09% | 94 |
|
|
2022
Q4 | $1.8M | Buy |
74,697
+43,864
| +142% | +$1.06M | 0.09% | 94 |
|
|
2022
Q3 | $714K | Sell |
30,833
-5,549
| -15% | -$128K | 0.04% | 129 |
|
|
2022
Q2 | $885K | Buy |
36,382
+11,555
| +47% | +$281K | 0.05% | 117 |
|
|
2022
Q1 | $641K | Buy |
+24,827
| New | +$641K | 0.03% | 137 |
|